Instead, it’s a potential shift that could change how quickly Nvidia is able to ramp up sales, while fattening up its margins in the process. Moreover, with expectations sky-high already, this quiet revamp could be an overlooked driver,

Nvidia, Palantir and other superstar stocks that had surged in the mania surrounding artificial-intelligence technology are dragging Wall Street lower again on Wednesday. The S&P 500 dropped 1% and was on track for its worst day since the first of the month.